Wealth Planning Manager

Intermediate (3-6 years)

Technical Skills

  • MPF
  • Portfolio Management
  • Wealth Management

Job Description

Wealth Planning Manager


  • Provide full range of wealth management services to a designated portfolio of high-net-worth customer
  • Expand the existing client base by exploring potential customers in the market


  • Degree holder or above, with 3 years' experience in handling investment portfolio  of affluent customers
  • Passes in MPF, Insurance and Securities Intermediaries Examinations (Qualified under SFO for handling Regulated Activities Type 1 & 4)
  • Possession of CFA or CFP qualifications is a definite advantage

E-mail: [email redacted, apply via Jobable]

Data held by the Bank relating to employment applications will be kept confidential and used only for consideration of applications. The Bank may also refer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available on request.

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder
Bank of CommunicationsPrivate Banking and Wealth Management

20 Pedder St, Central

directions_walk2 mins walk from Central Station